logo
episode-header-image
Jul 2024
14m 54s

Is There a New Leader in the AI Race?

MORNINGSTAR
About this episode
Plus, the stocks powering the artificial intelligence explosion, and how AI can speed up the tech evolution in the restaurant industry. 
Up next
Aug 2022
Stock and Short-Term Bond Fund Picks
In this week’s podcast, Dave Sekera shares the top stock picks for the third quarter, Russ Kinnel finds a place to hide from interest-rate risk, and Christine Benz covers some strategies for a bear market.  
19m 43s
Aug 2022
What You Need to Know About Estate Planning
In this week’s podcast, Dave Sekera and Susan Dziubinski discuss stock sectors to skip, Susan Dziubinski shares her thoughts on undervalued stocks, Christine Benz talks estate planning, and David Harrell shares his insights on dividend stocks. 
22m 6s
Aug 2022
Will Rising Interest Rates and Inflation Sink Dividend Stocks?
In this week’s podcast, Dave Sekera and David Harrell discuss midyear dividend stock picks, Russ Kinnel reveals 3 good funds having a great year, and Carole Hodorowicz and Katherine Lynch talk about how to prepare for a recession. 
15m 31s
Recommended Episodes
Jul 2024
AI stocks like Nvidia are nowhere near a bubble
Is Nvidia (NVDA) the best place to stay in terms of AI? Or does one warm back up to Apple (AAPL) ahead of the debut of its Apple Intelligence suite? Yahoo Finance Executive Editor Brian Sozzi goes on the search for the next hot tech stock trade with EMJ Capital founder Eric Jacks ... Show More
25m 33s
Jun 2023
Artificial Intelligence Bubble Has Only Just Begun, Says Citrini7, World's Hottest A.I. Stockpicker
Today Jack is joined by an anonymous trader known only by their Twitter handle @Citrini7, who has the absolute “hottest hand” when it comes to picking Artificial Intelligence (AI) stocks. Citrini is very optimistic about the boost that the adoption of AI will provide to semicondu ... Show More
1h 6m
Oct 17
Why AI is driving the current emerging markets equity rally
For the first time in five years, emerging market equities are outperforming their developed market peers. But what’s driving this rally? Interestingly enough, this boom is driven by a rather small number of stocks, mainly located in North Asia.In this episode of the Beyond Marke ... Show More
26m 18s
Jan 2025
What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell
In this episode, Alex Campbell joins the show to discuss the market implications of the latest DeepSeek innovation, the evolving AI geopolitical game theory, and the winners and losers of the AI race. We also delve into the tension between AI productivity and employment, a framew ... Show More
53m 30s
May 2025
Is Every Company Now an AI Company?
<p class="" data-start="172" data-end="246">The buzz is deafening—every company is now an AI company...or are they?</p> <p class="" data-start="248" data-end="596">Knownwell CMO Courtney Baker is joined by CEO David DeWolf and Chief Product and Technology Officer Mohan Rao to unp ... Show More
34m 5s
Aug 2024
Memo to Nvidia bears: tech beast has a monopolistic profit margin
Bottom line is that the stock market remains obsessed with Nvidia. The company is seen as the hands down leader in AI chips. But does that make Nvidia a great stock to buy and hold right through its coming earnings report? Remember with a track record of greatness like Nvidia com ... Show More
25m 38s
Jul 2025
Can Apple Regain Its Throne? The Battle of Trillion-Dollar Tech Giants
<p><span>In this can&#39;t-miss clip of Market Mondays, hosts Rashad Bilal, Troy Millings, and Ian Dunlap dive deep into the fierce competition between the world&#39;s biggest tech companies. Is Apple&#39;s reign over as the industry&#39;s top dog coming to an end, or can Cuperti ... Show More
14m 54s
Jun 2025
It's not just Big Tech: How AI is disrupting every industry
AI is the future and investors need to prepare accordingly. In this episode of Stocks in Translation, TECHnalysis Research president Bob O’Donnell joins Markets and Data Editor Jared Blikre and Yahoo Finance Senior Reporter Allie Canal to discuss the impact of AI on technology, t ... Show More
24m 45s
Oct 2024
20VC: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta | How to Play AI in the Public Markets | China & Europe: Is the Future Bleak | The Opportunity for Crossover Funds with Jeff Wang, Managing Partner @ SCGE
<p dir="ltr">Jeff Wang is the Managing Partner of Sequoia Capital Global Equities (SCGE), a public/private crossover investment firm with investments spanning from late-stage private companies to public companies. As Managing Partner, Jeff has primarily focused on public growth t ... Show More
1h 12m
Jul 2025
Palantir’s Explosive Growth: Is It the Next Nvidia?
<p><span>In this insightful Market Mondays clip, hosts Rashad Bilal, Troy Millings, and crypto analyst Ian Dunlap dive deep into Palantir’s remarkable 78% surge year-to-date and discuss the company’s massive new $795 million federal contract. Is Palantir destined to be the next N ... Show More
9m 46s